Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$585K Hold
2025
Q1
$507K Hold
2024
Q4
$518K Hold
2024
Q3
$553K Hold
2024
Q2
$434K Hold
2024
Q1
$449K Hold
2023
Q4
$390K Hold
2023
Q3
$335K Hold
2023
Q2
$495K Hold
2023
Q1
$496K Hold
2022
Q4
$472K Hold
2022
Q3
$495K Hold
2022
Q2
$475K Sell
2022
Q1
$599K Hold
2021
Q4
$643K Sell
2021
Q3
$697K Buy
2021
Q2
$609K Hold
2021
Q1
$479K Hold
2020
Q4
$525K Hold
2020
Q3
$423K Hold
2020
Q2
$474K Buy